Highlights : About KeyVision

Dashboards

Financial Management

Customers & Contracts

Tasks Management

Reports
Product Details
Features
Dashboards
Financial Management
Customers & Contracts
Tasks Management
Reports
Timesheet
Litigation
Marketing & Business Development
Practice & Controller Insights
Benefits
All-Around Practice Management Software
KeyVision is an all-inclusive legal practice administration application. It has everything you need from customer management and project administration to fees negotiation, timekeeping, and billing. You also have access to a timesheet approval workflow to ensure that each member of your team is being honest and transparent. What’s more, you can view every piece of information on the software from Google Calendar or similar platforms by synchronizing them.
Marketing and Business Development Tools
With KeyVision, you can capture information about your leads. The application also assists you in producing and sending proposals to your prospective clients. It can follow up the status of your proposals as well. Apart from that, the platform can record feedback from customers, which makes it easier for you to understand their needs and what they like best about your practice.
Actionable Insights
KeyVision has a wide array of standard reports to choose from such as profit and loss, timesheet, billing and expenses, and efficiency. With the profit and loss report, you can delve into the lowest level by looking at the financial contributions of each client, team member, or project. The solution also provides you insights into the weak links in your practice for you to address them immediately. Thus, you can ensure the robustness of your business and its continuity.